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AI Summary

Lead and manage multiple R&D tax credit engagements from kickoff to final delivery, ensuring compliance with IRC Section 41. Conduct technical interviews and draft documentation to substantiate qualified research expenses for clients.

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

About Us

Think Advisors LLC is a fast-growing national consulting firm specializing in helping small to mid-sized companies unlock the value of federal and state R&D tax credits. Our team works with companies across all industries to identify qualifying R&D activities, quantify eligible expenses and file substantiated claims.

Position Summary

We are looking for an experienced and proactive R&D Tax Credit Project Manager to lead client engagements from kickoff through final delivery. This role involves assessing R&D tax credit eligibility, gathering documentation, calculating federal and state credits, managing deadlines and ensuring compliance with IRC Section 41 and relevant state-level credit programs.

This is a client-facing and hands-on project management role ideal for someone who enjoys working across disciplines and driving projects to completion in a remote setting.

Key Responsibilities

Project Management

  • Lead and manage multiple R&D tax credit engagements concurrently from start to finish.

  • Coordinate project timelines and client communications.

  • Ensure timely delivery of claims with full documentation and audit support.

Technical R&D Study Implementation

  • Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures.

  • Understand IRS guidelines under IRC §41 to evaluate qualification criteria.

  • Collaborate with client CPAs on integration into tax returns.

Documentation & Reporting

  • Draft technical write-ups supporting why identified projects qualify for the R&D credit.

  • Prepare supporting documentation and calculations of qualified research expenses (QREs).

  • Ensure all deliverables meet IRS documentation standards and withstand audit scrutiny.

Client Relationship Management

  • Serve as the primary point of contact for clients throughout the engagement.

  • Educate clients on the R&D tax credit process and eligibility requirements.

  • Provide guidance during IRS or state-level audits, if applicable.

Continuous Improvement

  • Stay up to date on IRS guidance, legislative changes and industry best practices.

  • Contribute to process improvements and knowledge sharing within the team.

Qualifications

Required:

  • 3+ years of experience leading and conducting federal and state R&D tax credit studies.

  • Solid knowledge of IRC §41 and state-level R&D credit programs.

  • Strong technical writing skills.

  • Proven ability to manage multiple projects and deadlines in a remote setting.

  • Excellent communication and client-facing skills.

  • Proficiency in Excel and cloud-based project tools.

Preferred:

  • Bachelor’s degree in Accounting, Finance, Engineering, Computer Science or related field.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

  • Company-Paid Life and Long-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance and short-term disability options

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

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